Oakcliff Capital·CIK 1657335
10
Positions
$225.9M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2021
Portfolio Value Over Time
| 3 | GWRE | 7.60% | $17,168,000 | ▲ +0.6% |
| 4 | CHTR | 23.80% | $53,748,000 | ▲ +0.8% |
| 5 | HNRG | 0.69% | $1,560,000 | ▲ +0.1% |
| 6 | CVNA | 12.21% | $27,569,000 | ▲ +0.3% |